Barrow, Hanley, Mewhinney & Strauss
OPRT icon

Barrow, Hanley, Mewhinney & Strauss’s Oportun Financial OPRT Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-307
Closed -$1.19K – 302
2023
Q1 		$1.19K Hold
307
– – ﹤0.01% 284
2022
Q4 		$1.69K Hold
307
– – ﹤0.01% 267
2022
Q3 		$1K Buy
+307
New +$2.18K ﹤0.01% 285

Other funds holding OPRT

IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's OPRT Position: Q2 2023 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Oportun Financial (OPRT) in Q2 2023, closing a stake of 307 shares — an estimated $1.19K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in OPRT in Q3 2022 and held it in 3 quarters. The position peaked at $1.69K in Q4 2022. 92 funds tracked by Wall St. Rank hold OPRT as of Q2 2023.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Oportun Financial position as of Q2 2023 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 307 Oportun Financial shares in Q2 2023, an estimated $1.19K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Oportun Financial in Q3 2022 and held it in 3 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Oportun Financial position peaked at $1.69K in Q4 2022.
  • 92 funds tracked by Wall St. Rank held Oportun Financial as of Q2 2023.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2023, filed 10 Aug 2023.